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IBM
IBM

Overview Fund Activity

2,126 hedge funds and large institutions have $63.8B invested in IBM in 2020 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 754 increasing their positions, 892 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
+142
Holders Change %
+7.16%
% of All Funds
37.72%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
0.62%
New
271
Increased
754
Reduced
892
Closed
95
Calls
$1.69B
Puts
$2.11B
Net Calls
-$417M
Net Calls Change
-$115M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$297M
2
Franklin Resources
Franklin Resources
California
+$268M
3
Two Sigma Investments
Two Sigma Investments
New York
+$178M
4
BlackRock
BlackRock
New York
+$167M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$161M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$263M
3
Barclays
Barclays
United Kingdom
-$219M
4
State Street
State Street
Massachusetts
-$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
1401
Blackhawk Capital Partners
Wisconsin
$527K +$1.28K +11 +0.2%
KP
1402
Keel Point
Alabama
$526K -$103K -857 -16%
CT
1403
Clearstead Trust
Maine
$526K – – –
BCM
1404
Becker Capital Management
Oregon
$525K +$33.4K +278 +7%
DA
1405
DSC Advisors
Illinois
$524K -$134K -1,111 -20%
TAIM
1406
TD Ameritrade Investment Management
Nebraska
$524K -$114K -948 -18%
MAM
1407
Madison Asset Management
Wisconsin
$524K – – –
BWM
1408
BT Wealth Management
Georgia
$522K – – –
APW
1409
Austin Private Wealth
Texas
$521K +$95.9K +797 +23%
HPC
1410
Hobart Private Capital
North Carolina
$521K -$93.5K -777 -15%
RCG
1411
Rock Creek Group
District of Columbia
$520K -$613K -5,100 -54%
IDBONY
1412
Israel Discount Bank of New York
New York
$520K -$116K -963 -18%
CWP
1413
CFM Wealth Partners
Texas
$519K -$44.1K -366 -8%
HTHT
1414
Hemenway Trust Hemenway Trust
New Hampshire
$518K +$115K +957 +29%
MFG
1415
Magnus Financial Group
New York
$517K +$32K +266 +7%
LWM
1416
Liberty Wealth Management
California
$517K +$87.6K +761 +20%
DDC
1417
DF Dent & Co
Maryland
$516K – – –
KFS
1418
Kurt F. Somerville
$514K – – –
TWM
1419
Titus Wealth Management
California
$513K +$76.9K +639 +18%
ACM
1420
Allred Capital Management
Texas
$511K -$14.5K -121 -3%
CWM
1421
Chesapeake Wealth Management
Virginia
$510K – – –
OPS
1422
Orion Portfolio Solutions
Nebraska
$508K -$65.1K -541 -11%
JGIA
1423
Jackson Grant Investment Advisers
Connecticut
$508K -$602 -5 -0.1%
ST
1424
Sabal Trust
Florida
$508K +$32.4K +269 +7%
LFF
1425
Level Four Financial
Texas
$508K +$508K +4,220 New
55 56
57
58 59